SWM

SigFig Wealth Management Portfolio holdings

AUM $3.35B
1-Year Est. Return 13.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
-$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$28.7M
3
+$26.6M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$21.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$21.5M

Top Sells

1
+$316M
2
+$69.8M
3
+$34.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$25.3M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-10,838
102
– –
-4,311
103
– –
-45,720
104
– –
-722,800
105
– –
-3,677,355
106
– –
-75,086
107
– –
-3,905
108
– –
-58,256
109
– –
-9,412
110
– –
-43,916
111
– –
-62,423
112
– –
-20,473
113
– –
-625,399
114
– –
-267,900
115
– –
-8,193
116
– –
-62,769
1 2 3 4
5